ISHARES RUSSELL TOP 200 VALU IWX
$107.45
+1.4% 52w: $80.81 – $107.45
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data80.8194.13107.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
253
+11 QoQ
13F value
$3.71B
-12.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns IWX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 10.2M | $949.0M | 3.6% | — |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 6.3M | $583.4M | 3.2% | -0.6% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 5.9M | $549.4M | 11.6% | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.7M | $247.8M | 0.1% | -13.3% |
| AE Wealth Management LLC | Wealth advisor | 1.1M | $102.2M | 0.6% | +2.0% |
| Lido Advisors, LLC | Wealth advisor | 966.6K | $89.6M | 0.4% | -0.7% |
| Clark Capital Management Group, Inc. | Other | 673.5K | $62.4M | 0.4% | -6.7% |
| LPL Financial LLC | Bank broker | 579.1K | $53.7M | 0.0% | -9.6% |
| First Citizens Asset Management, Inc. | Wealth advisor | 513.7K | $47.6M | 16.9% | +5.4% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 504.6K | $46.8M | 1.1% | -0.2% |
| Richard P Slaughter Associates Inc | Wealth advisor | 488.5K | $45.3M | 9.8% | +18.7% |
| SVB WEALTH LLC | Quant stat arb | 459.9K | $42.6M | 2.8% | -9.5% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 408.6K | $37.9M | 2.3% | -96.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 383.9K | $35.6M | 0.0% | -11.7% |
| UBS Group AG | Bank broker | 353.1K | $32.7M | 0.0% | +3.5% |
| Kingdom Financial Group LLC. | Wealth advisor | 291.6K | $27.0M | 7.7% | +6.5% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 291.6K | $27.0M | 7.7% | +3292.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 282.5K | $26.2M | 0.2% | -22.0% |
| JPMORGAN CHASE & CO | Bank broker | 286.7K | $26.0M | 0.0% | +9.7% |
| JSF Financial, LLC | Wealth advisor | 279.8K | $25.9M | 5.1% | +2.0% |
| RTD Financial Advisors, Inc. | Wealth advisor | 270.0K | $25.0M | 3.1% | +11.4% |
| Compton Wealth Advisory Group, LLC | Wealth advisor | 245.3K | $22.8M | 5.1% | -1.9% |
| Bryn Mawr Trust Advisors, LLC | Other | 242.5K | $22.5M | 1.1% | -6.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 242.1K | $22.4M | 0.0% | +2.0% |
| Cetera Investment Advisers | Wealth advisor | 239.3K | $22.2M | 0.0% | -9.0% |
| Sterling Capital Management LLC | Diversified mechanical | 236.5K | $21.9M | 0.4% | +21.8% |
| LifeWealth Investments, LLC | Wealth advisor | 228.6K | $21.2M | 6.3% | +18.0% |
| Waverly Advisors, LLC | Wealth advisor | 210.0K | $19.5M | 0.1% | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 199.3K | $18.5M | 0.0% | +46.5% |
| MORGAN STANLEY | Bank broker | 195.3K | $18.1M | 0.0% | -22.5% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 190.7K | $17.7M | 7.3% | -0.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 184.2K | $17.1M | 0.1% | -1.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 183.2K | $17.0M | 0.2% | -17.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 182.6K | $16.9M | 0.2% | +0.4% |
| Private Advisor Group, LLC | Wealth advisor | 182.5K | $16.9M | 0.1% | +451.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 163.9K | $15.2M | 0.1% | +10.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 155.6K | $14.4M | 0.0% | -5.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 146.9K | $13.6M | 0.0% | -18.3% |
| Arkadios Wealth Advisors | Wealth advisor | 146.3K | $13.6M | 0.2% | +3.1% |
| Horst & Graben Wealth Management LLC | Wealth advisor | 131.2K | $12.9M | 1.8% | -1.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 135.3K | $12.5M | 0.0% | +2.0% |
| One Capital Management, LLC | Wealth advisor | 133.9K | $12.4M | 0.3% | +68.3% |
| ROYAL BANK OF CANADA | Bank broker | 119.5K | $11.1M | 0.0% | +8.5% |
| Simplicity Wealth,LLC | Wealth advisor | 108.3K | $10.0M | 0.6% | +10.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 107.7K | $10.0M | 0.0% | -18.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 100.7K | $9.3M | 0.0% | -11.6% |
| Key Capital Management, INC | Wealth advisor | 92.2K | $8.5M | 5.6% | +86.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 86.4K | $8.0M | 0.0% | +2.7% |
| Veridan Wealth LLC | Wealth advisor | 67.3K | $6.2M | 2.4% | +0.7% |
| GLOBALT Investments LLC / GA | Wealth advisor | 63.6K | $5.9M | 0.2% | -2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding IWX
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCEnvestnet Portfolio Solutions, Inc.FIRST CITIZENS BANK & TRUST COENVESTNET ASSET MANAGEMENT INCAE Wealth Management LLCLido Advisors, LLCClark Capital Management Group, Inc.LPL Financial LLCFirst Citizens Asset Management, Inc.Wilmington Savings Fund Society, FSB